A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 15,628 shares of IAK stock, worth $2.16 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
15,628
Previous 15,166 3.05%
Holding current value
$2.16 Million
Previous $1.71 Million 17.76%
% of portfolio
1.0%
Previous 0.89%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$112.0 - $130.47 $51,744 - $60,277
462 Added 3.05%
15,628 $2.02 Million
Q2 2024

Aug 07, 2024

SELL
$109.54 - $117.86 $48,526 - $52,211
-443 Reduced 2.84%
15,166 $1.71 Million
Q1 2024

May 13, 2024

SELL
$101.06 - $117.39 $109,549 - $127,250
-1,084 Reduced 6.49%
15,609 $1.83 Million
Q4 2023

Feb 05, 2024

SELL
$89.71 - $100.92 $789,896 - $888,600
-8,805 Reduced 34.53%
16,693 $1.67 Million
Q3 2023

Nov 07, 2023

SELL
$86.28 - $94.91 $301,548 - $331,710
-3,495 Reduced 12.05%
25,498 $2.34 Million
Q2 2023

Aug 11, 2023

SELL
$82.47 - $88.6 $309,097 - $332,072
-3,748 Reduced 11.45%
28,993 $2.55 Million
Q1 2023

May 03, 2023

BUY
$81.37 - $95.04 $1.61 Million - $1.89 Million
19,836 Added 153.71%
32,741 $2.8 Million
Q4 2022

Jan 18, 2023

BUY
$81.32 - $94.36 $785,144 - $911,045
9,655 Added 297.08%
12,905 $0
Q3 2022

Oct 31, 2022

BUY
$78.22 - $88.93 $254,215 - $289,022
3,250 New
3,250 $257,000

Others Institutions Holding IAK

About ISHARES TR


  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.